Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GWMRX (AMG GW&K MUNICIPAL ENHANCED YIELD FUND CLASS S) | NA | -6.42% | 3.52% | 3.42% | NA | NA | NA | … | … |
Data as of 07/19/2017, Common starting date is 08/07/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GWMRX (AMG GW&K MUNICIPAL ENHANCED YIELD FUND CLASS S) | 08/07/2009 | 07/19/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.42 | 3.52 | 3.42 | NA | NA | NA | … | … | 5.82 | -4.51 | 4.35 | 17.39 | -7.97 | 13.90 | 13.65 | 3.73 | 7.36 |
| Sharpe Ratio | NA | -1.11 | 0.82 | 0.82 | NA | NA | NA | … | … | 4.70 | -0.78 | 1.91 | 8.13 | -1.67 | 5.88 | 4.02 | 0.91 | 5.18 |
| Standard Deviation(%) | NA | 6.13 | 4.09 | 4.04 | NA | NA | NA | … | … | 2.23 | 5.99 | 2.27 | 2.14 | 4.78 | 2.38 | 3.39 | 4.03 | 3.73 |
| Draw Down(%) | NA | 12.26 | 12.52 | 13.59 | NA | NA | NA | … | … | 1.20 | 12.52 | 3.45 | 1.28 | 13.35 | 2.15 | 4.09 | 8.45 | 3.68 |
| Yield(%) | 0.00 | 2.05 | 3.56 | 4.12 | 3.83 | 2.55 | 1.91 | … | … | 1.32 | 2.42 | 4.93 | 4.02 | 4.37 | 6.49 | 4.73 | 4.04 | 1.34 |
Data as of 07/19/2017, Common starting date is 08/07/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWMRX (AMG GW&K MUNICIPAL ENHANCED YIELD FUND CLASS S) |
2.59%
Aug 2010 – Aug 2013 |
3.49%
Jan 2012 – Jan 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWMRX (AMG GW&K MUNICIPAL ENHANCED YIELD FUND CLASS S) |
11.42%
Nov 2009 – Nov 2012 |
8.71%
Mar 2011 – Mar 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart